Peterson Wealth Management, LLC

Peterson Wealth Management, LLC is a financial advisory firm based in Sparks, NV, established in 2004 as a limited liability company. The firm has been providing investment advisory services since October 2017. Peterson Wealth Management is owned by D. Scott Peterson, Cindy Peterson, Jess Peterson, Andrew Peterson, and Tiffany Peterson. As a fiduciary, the firm is committed to acting in the best interest of clients. They offer services such as Comprehensive Portfolio Management and Financial Planning & Consulting, tailored to individual client needs. The firm manages $222,349,932.63 on a discretionary basis as of December 31, 2024. For Comprehensive Portfolio Management, fees do not exceed 1.75% annually and are billed quarterly based on account value. Financial Planning & Consulting services are charged hourly, with fees not exceeding $250 per hour. Clients may incur transaction fees and other charges. Peterson Wealth Management uses various methods of analysis and investment strategies, including asset allocation, fixed income, and long-term and short-term purchases. The firm does not charge performance-based fees and allows clients to have investment discretion. Clients are encouraged to review account statements from the custodian and can contact the firm with any questions. Peterson Wealth Management does not accept proxy authority to vote client securities and does not have custody of client assets. The firm has no material changes since its last annual update in 2014 and has no disciplinary events.